Unitas Funding: a connected system for investor acquisition and sales growth
Unitas Funding
Private lending / real estate finance
Long-term partner
Strategy, SEO, Google Ads, industry advertising, website, HubSpot CRM, prospecting tools, sales enablement
The challenge
Unitas Funding is a direct lender for real estate investors. Its borrowers judge a lender on speed, terms and trust before they ever pick up the phone. Unitas needed to explain its direct-lending advantages, show up where investors research financing, and connect every inquiry to an organized sales process.
What we did
As Unitas's strategic marketing partner, Timmons&Company runs a connected program that helps more investors find Unitas and gives the sales team the tools to turn that interest into relationships.
Search and paid advertising:
Built and manage Unitas's Google Ads program alongside investor-focused SEO, location pages for target markets, and optimization for AI search platforms such as ChatGPT and Google AI Overviews.
Industry advertising and content:
Researched and set up placements in lender directories and industry publications, plus social media, newsletters, partner marketing and the Unitas Unplugged webinar series.
Website and lead capture:
A page for each loan program, a two-step form that collects loan details before a rep calls, and a deal analyzer that lets investors run the numbers on a deal.
HubSpot CRM and automation:
Lead source tracking, routing to reps by territory, email automation by audience, text messaging and sales rep reporting, so every inquiry is captured and followed up.
Prospecting and sales enablement:
Researched and set up a real estate transaction data platform connected to HubSpot, which added 2,700+ investor and borrower contacts. Plus competitive research, the sales script book, sell sheets, presentations and materials for new loan programs.
From first search to a sales conversation
Each part of the program hands off to the next. An investor finds Unitas through search, ads or an industry listing, explores loan options on the website, and submits a deal. HubSpot routes the lead to the right rep, and automated follow-up keeps the conversation going until the investor is ready to borrow.
The result is one system instead of disconnected tools, and a sales team that knows where every lead came from.
1
Attract
2
Convert
3
Route and nurture
4
Sell
The result
A marketing and sales system that helps more investors find Unitas and helps the sales team turn interest into relationships.
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1,200 +
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110,000 +
Sources: Timmons&Company rank tracking (tracked keywords, Google U.S.), Unitas Funding Google Analytics and HubSpot. Figures rounded.
